www.scout24.de
From Classifieds to
Market Networks
Greg Ellis | October 13 2015 | Scout24
Market Leader and Shaper
Two Leading Digital Marketplaces Under One Roof
* therein local language versions of our marketplace in 10 countries.
1 In terms of listings; based on management estimates
2 In terms of listings; compared against local competitors in the respective markets; Autobiz (June 2015)
Source: ImmobilienScout24, June 2015
 No. 1 in Italy, Benelux2
 Strong no. 2 in DE2
 Growing market presence
in FR, AT, ES
 No. 1 in DE1
No.1
GERMANY
No.1
EUROPE
Approx. 1.000
employees
Active in key
European
markets
Our Purpose: Scout24’s digital
marketplaces are empowering
people to live their property and
car dreams by making the entire
experience simple, efficient and
stress-free.
We’re a partner in
life-changing moments.
• Finding a home and buying a car –
two major events in people’s lifes.
• We accompany our consumer’s and
customer’s journeys.
• We make these processes simple,
efficient and stress-free.
of IS24 users
are interested
in…
43%
of AS24 users
are interested
in…
30%
Two Leading Digital Classifieds Platforms Under One Roof
ImmobilienScout24 – Germany’s Largest Digital Property Portal
• 3.1x exclusive UVs vs. key competitor3
• 2.4x total time spent3
• 1.3x agents4
• 1st choice for real estate search for 62% of consumers5
2015 Sept. YTD
Rev./EBITDA2
€197m +16% y-o-y €119m +26% y-o-y
61% margin
Clear Leader in Germany1
D
A
1. In terms of listings; compared against local car/real estate classifieds competitors in the respective markets. Source for AS24: Autobiz (June 2015).
2. These figures represent the sum of financials from the audited consolidated financial statements of Scout24 Holding GmbH for the short financial
year from January 1, 2014 until March 31, 2014 and the segment information for the period of April 1, 2014 to September 30, 2014 in the unaudited
interim consolidated financial statements of Asa NewCo GmbH as of and for the six-month period ended June 30, 2015.
3. Source: comScore MMX (Sept. 2015), persons 15+. Traffic from Germany only. Desktop only for exclusive unique visitors. Mobile and desktop
for time spent. Immonet and Immowelt combined to exclude unique visitor duplicates.
4. Source: Management estimate.
5. Source: First choice (search) in % (Germany, July 2015, n = 143), GfK Brand & Communication Research, Germany, Advertising Tracking,
ImmobilienScout24, Wave 61, “Which of these online real estate market places is first choice for you when searching for real estate?”
6. Source: Vocatus study as of December 2014. Based on target group of people who plan a purchase and who have an affinity for the internet.
7. Measured against mobile.de.
No.1
GERMANY
Two Leading Digital Classifieds Platforms Under One Roof
AutoScout24 – The Largest Digital Automotive Platform Across Europe
• More than 2.2m vehicles online4
• #1 positions in Italy and Benelux1
• #2 position in Germany1
• 95%6 aided brand awareness in Germany
(1.3x German market leader7)
2015 Sept. YTD
Rev./EBITDA2
€87m +13% y-o-y €35m +46% y-o-y
40% margin
European Automotive
Classifieds Leader1
D
NL
B
F CH
A
I
E
1. In terms of listings; compared against local car/real estate classifieds competitors in the respective markets. Source for AS24: Autobiz (June 2015).
2. These figures represent the sum of financials from the audited consolidated financial statements of Scout24 Holding GmbH for the short financial
year from January 1, 2014 until March 31, 2014 and the segment information for the period of April 1, 2014 to September 30, 2014 in the unaudited
interim consolidated financial statements of Asa NewCo GmbH as of and for the six-month period ended June 30, 2015.
3. Source: comScore MMX (Sept.2015), persons 15+. Traffic from Germany only. Desktop only for exclusive unique visitors. Mobile and desktop
for time spent. Immonet and Immowelt combined to exclude unique visitor duplicates.
4. Source: Management estimate.
5. Source: First choice (search) in % (Germany, July 2015, n = 143), GfK Brand & Communication Research, Germany, Advertising Tracking,
ImmobilienScout24, Wave 61, “Which of these online real estate market places is first choice for you when searching for real estate?”
6. Source: Vocatus study as of December 2014. Based on target group of people who plan a purchase and who have an affinity for the internet.
7. Measured against mobile.de.
No.1
IT/BE/NL1
Our Growth Path
Continue to Pursue Monetization of Core Verticals
1.
Content
Leadership
2.
Best Consumer
Experience
3.
Monetization
of Value
Proposition
Re-investment
in Product and
Marketing
Attract Large
Audience
Generates
More Leads
Greater ROI to
Customers
More Traffic and Audience
More ARPU and Revenue
Large Amount of Quality Listings
Our Growth Path
Further Development of Adjacencies to Expand Adressable Market
and Growth Opportunity
510€
BN ONLY
IN GERMANY
280€
BN ONLY
IN GERMANY
Advertising for Property and Auto
€3bn+ Market in Germany
Marketplace Network
Software
Multiple
Buyers and
Sellers
Complex
Products and
Services
Multi-
transactions
Long-term
relationships
Profiles
Interaction/
Communications
Cross-device
flow
Personali-
zation
From Classifieds to Market Networks
Transforming How People Get Products and Services
65%
Mobile Traffic
… and growing3
We’re Ready to Lead and Shape Market Networks
62%
1st choice for
real estate by
customers1
93%
aided brand
awareness2
more than
listings online4
520.000
Largest
user base
across
Europe
95%
aided brand
awareness
more than
vehicles online4
2.2m
Shared audiences of
two leading platforms
• Cross-leverage of combined user base at scale
• Operational synergies drive efficiency
• Sound, unique knowledge of consumers
and customers
1. Source: GfK Brand & Communication Research, Germany, September 2015, n = 142, Advertising Tracking, ImmobilienScout24, Wave 62,
Question: "Which of these online real estate market places is first choice for you when searching for real estate?"
2. Source: GfK Brand & Communication Research, Germany, September 2015, n = 142, Advertising Tracking, ImmobilienScout24, Wave 62,
Question: “Which real estate marketplaces on the Internet you know, and even if only by name?”
3. Source: comScore Digital Analytix, June 2015 *Visits from mobile channels and the stationary web.
Quarterly values represent the average of all monthly values for the quarter
4. Source: Management estimate.
Our Mission: We’re committed
to enhance our digital platforms
to market networks. In order
to serve our purpose even better.
www.scout24.com
Thank you!
Greg Ellis
Scout24 AG
Focus on Leading European Internet companies
Covering over 400 companies across 25
online verticals, a broad range of over 500
investors as well as 100+ online-focused
corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships
with potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading
investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A
experience
Routine execution of M&A and financing
transactions with sizes of several billion
euros
22 successfully completed NOAH Advisors
transactions underline successful transfer of
M&A competencies to the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for
excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures
align interests of clients and NOAH Advisors,
and demonstrate conviction to deliver top results
Creative deal solutions
September 2015 December 2014
September 2014October 2014
May 2014 February 2013
May 2012 April 2011
Sale of a 70% stake in
to
Exclusive Financial Advisor to
Drushim and its Shareholders
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Growth equity investment from
for a 30% stake alongside Softonic’s Founders
and Angel Investors at a valuation of €275m
Exclusive Financial Advisor to
Softonic and its shareholders
150 million growth equity investment from
for a 50% stake alongside Fotolia’s Founders and
Additional $150 million senior debt financing
Total $300 million investment
Financial Advisor to Fotolia and its Shareholders
have acquired a majority stake in
for $350m from
Exclusive Advisor to Summit Partners and TA Associates
Selected Completed
NOAH Transactions
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE
®

Scout24 - NOAH15 London

  • 1.
    www.scout24.de From Classifieds to MarketNetworks Greg Ellis | October 13 2015 | Scout24
  • 3.
    Market Leader andShaper Two Leading Digital Marketplaces Under One Roof * therein local language versions of our marketplace in 10 countries. 1 In terms of listings; based on management estimates 2 In terms of listings; compared against local competitors in the respective markets; Autobiz (June 2015) Source: ImmobilienScout24, June 2015  No. 1 in Italy, Benelux2  Strong no. 2 in DE2  Growing market presence in FR, AT, ES  No. 1 in DE1 No.1 GERMANY No.1 EUROPE Approx. 1.000 employees Active in key European markets
  • 4.
    Our Purpose: Scout24’sdigital marketplaces are empowering people to live their property and car dreams by making the entire experience simple, efficient and stress-free.
  • 5.
    We’re a partnerin life-changing moments. • Finding a home and buying a car – two major events in people’s lifes. • We accompany our consumer’s and customer’s journeys. • We make these processes simple, efficient and stress-free. of IS24 users are interested in… 43% of AS24 users are interested in… 30%
  • 6.
    Two Leading DigitalClassifieds Platforms Under One Roof ImmobilienScout24 – Germany’s Largest Digital Property Portal • 3.1x exclusive UVs vs. key competitor3 • 2.4x total time spent3 • 1.3x agents4 • 1st choice for real estate search for 62% of consumers5 2015 Sept. YTD Rev./EBITDA2 €197m +16% y-o-y €119m +26% y-o-y 61% margin Clear Leader in Germany1 D A 1. In terms of listings; compared against local car/real estate classifieds competitors in the respective markets. Source for AS24: Autobiz (June 2015). 2. These figures represent the sum of financials from the audited consolidated financial statements of Scout24 Holding GmbH for the short financial year from January 1, 2014 until March 31, 2014 and the segment information for the period of April 1, 2014 to September 30, 2014 in the unaudited interim consolidated financial statements of Asa NewCo GmbH as of and for the six-month period ended June 30, 2015. 3. Source: comScore MMX (Sept. 2015), persons 15+. Traffic from Germany only. Desktop only for exclusive unique visitors. Mobile and desktop for time spent. Immonet and Immowelt combined to exclude unique visitor duplicates. 4. Source: Management estimate. 5. Source: First choice (search) in % (Germany, July 2015, n = 143), GfK Brand & Communication Research, Germany, Advertising Tracking, ImmobilienScout24, Wave 61, “Which of these online real estate market places is first choice for you when searching for real estate?” 6. Source: Vocatus study as of December 2014. Based on target group of people who plan a purchase and who have an affinity for the internet. 7. Measured against mobile.de. No.1 GERMANY
  • 7.
    Two Leading DigitalClassifieds Platforms Under One Roof AutoScout24 – The Largest Digital Automotive Platform Across Europe • More than 2.2m vehicles online4 • #1 positions in Italy and Benelux1 • #2 position in Germany1 • 95%6 aided brand awareness in Germany (1.3x German market leader7) 2015 Sept. YTD Rev./EBITDA2 €87m +13% y-o-y €35m +46% y-o-y 40% margin European Automotive Classifieds Leader1 D NL B F CH A I E 1. In terms of listings; compared against local car/real estate classifieds competitors in the respective markets. Source for AS24: Autobiz (June 2015). 2. These figures represent the sum of financials from the audited consolidated financial statements of Scout24 Holding GmbH for the short financial year from January 1, 2014 until March 31, 2014 and the segment information for the period of April 1, 2014 to September 30, 2014 in the unaudited interim consolidated financial statements of Asa NewCo GmbH as of and for the six-month period ended June 30, 2015. 3. Source: comScore MMX (Sept.2015), persons 15+. Traffic from Germany only. Desktop only for exclusive unique visitors. Mobile and desktop for time spent. Immonet and Immowelt combined to exclude unique visitor duplicates. 4. Source: Management estimate. 5. Source: First choice (search) in % (Germany, July 2015, n = 143), GfK Brand & Communication Research, Germany, Advertising Tracking, ImmobilienScout24, Wave 61, “Which of these online real estate market places is first choice for you when searching for real estate?” 6. Source: Vocatus study as of December 2014. Based on target group of people who plan a purchase and who have an affinity for the internet. 7. Measured against mobile.de. No.1 IT/BE/NL1
  • 8.
    Our Growth Path Continueto Pursue Monetization of Core Verticals 1. Content Leadership 2. Best Consumer Experience 3. Monetization of Value Proposition Re-investment in Product and Marketing Attract Large Audience Generates More Leads Greater ROI to Customers More Traffic and Audience More ARPU and Revenue Large Amount of Quality Listings
  • 9.
    Our Growth Path FurtherDevelopment of Adjacencies to Expand Adressable Market and Growth Opportunity 510€ BN ONLY IN GERMANY 280€ BN ONLY IN GERMANY Advertising for Property and Auto €3bn+ Market in Germany
  • 10.
    Marketplace Network Software Multiple Buyers and Sellers Complex Productsand Services Multi- transactions Long-term relationships Profiles Interaction/ Communications Cross-device flow Personali- zation From Classifieds to Market Networks Transforming How People Get Products and Services
  • 11.
    65% Mobile Traffic … andgrowing3 We’re Ready to Lead and Shape Market Networks 62% 1st choice for real estate by customers1 93% aided brand awareness2 more than listings online4 520.000 Largest user base across Europe 95% aided brand awareness more than vehicles online4 2.2m Shared audiences of two leading platforms • Cross-leverage of combined user base at scale • Operational synergies drive efficiency • Sound, unique knowledge of consumers and customers 1. Source: GfK Brand & Communication Research, Germany, September 2015, n = 142, Advertising Tracking, ImmobilienScout24, Wave 62, Question: "Which of these online real estate market places is first choice for you when searching for real estate?" 2. Source: GfK Brand & Communication Research, Germany, September 2015, n = 142, Advertising Tracking, ImmobilienScout24, Wave 62, Question: “Which real estate marketplaces on the Internet you know, and even if only by name?” 3. Source: comScore Digital Analytix, June 2015 *Visits from mobile channels and the stationary web. Quarterly values represent the average of all monthly values for the quarter 4. Source: Management estimate.
  • 12.
    Our Mission: We’recommitted to enhance our digital platforms to market networks. In order to serve our purpose even better.
  • 13.
  • 14.
    Focus on LeadingEuropean Internet companies Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates Deep understanding of industry dynamics Ability to add value beyond banking advice Facilitates overall process and minimizes management distraction NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry Knowledge of and strong relationships with potential buyers’ key decision makers Proactively finds and unlocks attractive investment opportunities for leading investors Annual NOAH Conference in its 8th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 22 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions September 2015 December 2014 September 2014October 2014 May 2014 February 2013 May 2012 April 2011 Sale of a 70% stake in to Exclusive Financial Advisor to Drushim and its Shareholders Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders Sale of controlling stake in to Exclusive Financial Advisor to Facile.it and its Shareholders sold 100% of for $228m to a joint venture between Exclusive Financial Advisor to Yad2 and its Shareholders Growth equity investment from for a 30% stake alongside Softonic’s Founders and Angel Investors at a valuation of €275m Exclusive Financial Advisor to Softonic and its shareholders 150 million growth equity investment from for a 50% stake alongside Fotolia’s Founders and Additional $150 million senior debt financing Total $300 million investment Financial Advisor to Fotolia and its Shareholders have acquired a majority stake in for $350m from Exclusive Advisor to Summit Partners and TA Associates Selected Completed NOAH Transactions Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE ®